Bitcoin’s 20% Short-Squeeze Surge Could Already Be Over
Bitcoin just ripped 20% higher in under 48 hours, but the force that drove it has almost nothing to do with new believers and everything to do with a brutal mechanism that punishes the…
All Work
Rich Duprey
Median Stock Portfolio Hits Record $350,000 — Household Share of Nation Debt Grows to $296,500
American households are sitting on record stock wealth while simultaneously absorbing a national debt obligation that has never been larger, and the math between those two numbers is not as comfortable as the market's…
Scott Bessent Steadied the Bond Market — President Trump’s Iran Threat Wiped It Out in Less Than a Day
Scott Bessent pulled off a rare surprise that briefly stopped a bond market selloff in its tracks, but a single post from President Trump the same night set off a chain reaction that erased…
Scott Bessent’s Surprise Bond Buyback Sparks a Silver Rally. Is It Too Late to Buy In?
Scott Bessent just made a move in the bond market that sent silver surging past gold in a single session, and the reason it worked reveals something important about where precious metals are actually…
Trump Threatens Iran with ‘Economic D-Day.’ Are Energy Stocks Still Worth Chasing?
Trump's promise of economic warfare against Iran sent crude prices surging, but energy stocks have already soared 44% this year and a single ceasefire tweet could erase those gains in days. Here is how…
Prescription Drugs — Not Broke Consumers — Caused Walmart’s Big Sales Whiff
Walmart beat revenue estimates and raised its full-year outlook, yet its stock still fell as investors zeroed in on one ugly number. The real reason behind that miss has nothing to do with shoppers…
The $1 Trillion Stock Wall Street Says Could Grow Earnings 107% a Year
SK Hynix followed the same post-IPO crash pattern as SpaceX and Cerebras, but what happened to its fundamentals during that stumble sets it apart from every other stock in the trillion-dollar club.
Bitcoin Jumps to $71,500 on Trump’s ‘Sizeable’ Buy Plan. Why MSTR Is Still the Wrong Bet
Trump just signaled the U.S. government could buy Bitcoin at a "sizeable" scale, sending prices past $71,500 and Strategy shares soaring nearly 10%. But a closer look at Strategy's latest moves raises a question…
Moderna’s Cancer Breakthrough Just Made Tempus AI’s $1.5 Billion Bet Look Brilliant
Tempus AI wrote a $1.5 billion check for a genomics company most investors had never heard of, and one blockbuster clinical trial announcement just changed everything about how that deal looks.
Did Berkshire Hathaway’s $6.8 Billion Bet Misjudge the Housing Market — Again?
Greg Abel just committed $6.8 billion to homebuilders while mortgage rates hover near 7% and builder sentiment sits at multi-year lows. Whether that looks like bold contrarian conviction or a costly miscalculation depends on…
No, Seriously, Michael Burry Really Believes Palantir Technologies Is Worth Just $1!
Michael Burry is betting that one of the hottest AI stocks on the market will lose virtually all of its value, and his reasoning is harder to dismiss than you might expect.
Anthropic Just Doubled OpenAI’s Revenue. Is Its $2 Trillion IPO Getting Too Much Hype?
Anthropic just posted numbers that made OpenAI's growth look slow, and now it wants a $2 trillion valuation at IPO. Whether that price tag reflects a genuine breakthrough or a dangerous case of AI…
Ray Dalio Just Compared the AI Boom to 1929 and 2000 — And He’s Got the Numbers to Back It Up
Ray Dalio built the world's largest hedge fund by spotting generational bubbles before they burst, and right now he sees a specific mechanical pattern in AI valuations that appeared only twice before in modern…
Diesel Prices Are Breaking Records: 3 Refiners Turning the Crisis Into Record Profits
Crude oil looks calm, but diesel tells a completely different story, and the gap between those two markets is quietly reshaping who profits and who pays at every level of the supply chain.
Nvidia Is Cutting Rubin Ultra’s Memory. Is Micron’s HBM Boom in Danger?
Nvidia is quietly testing stripped-down memory configurations for its next flagship AI chip, and the ripple effects could hit Micron shareholders before most of them even see it coming.
DA Davidson Reverses Course on Nebius Target Cut in Just 1 Week. What Is Going On?
A Wall Street analyst slashed his Nebius price target by 30% and then reversed the entire cut just seven days later, and the reason has nothing to do with earnings. It all comes down…
Trump Trolls, Calls Strait of Hormuz “New U.S. Territory.” Here’s Why Oil Investors Should Still Pay Attention
Trump just claimed the Strait of Hormuz as U.S. territory on Truth Social, and while international law has something to say about that, oil investors may be missing the far more dangerous scenario hiding…
The $93 Billion Reason Sandisk Is a Must-Own AI Stock
Sandisk just secured a contract figure so large it could fundamentally change how investors think about memory stocks, and the AI infrastructure boom is only part of the story.
SpaceX Closes In on $150 as 2 Rockets Launch Back-to-Back
Two Falcon 9 rockets launched within 38 minutes of each other over the weekend, and now SpaceX shares are knocking on a price level that Polymarket gives less than even odds of holding by…
Oil Profits Have More Than Doubled. Here’s What Trump Escalating the Iran War Could Mean for XOM and CVX
With the Strait of Hormuz still choked off and Trump now threatening to bomb a U.S. ally mediating the peace talks, the Iran war is about to test exactly how much further Big Oil's…